See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,507 | $65,365-91.6% | $92,893-94.1% | $72,985-92.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 18.28% | 42.10%-23.8pp | 109.41%-91.1pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,427 | $2,594-45.0% | $3,653-60.9% | $2,440-41.5% |
| Participant deferral / active EE | $693 | $3,128-77.8% | $4,236-83.6% | $3,607-80.8% |
| Admin fee / account holder | $611 | $4,251-85.6% | $5,794-89.5% | $5,124-88.1% |